IRS Provides 403(b) Amendment Cycle Updates
The Internal Revenue Service has announced that it intends to begin issuing opinion letters regarding Cycle 2 pre-approved 403(b) plans, including the 2022 cumulative list of changes in those requirements.
DOL’s Final Restated Voluntary Fiduciary Correction Program at OMB
The Office of Management and Budget has received a final rule from the Department of Labor titled “Adoption of Amended and Restated Voluntary Fiduciary Correction Program”.
IRS Announces Deadline Relief for Montana Storms
The IRS has announced the postponement of certain tax-related deadlines for victims of severe storms and straight-line winds in the Crow Tribe of Montana.
DOL Announces Start of the Lost and Found Information Collection
The Department of Labor has announced the start of a voluntary information collection to establish and maintain the Retirement Savings Lost and Found database.
Q&A with FuturePlan’s Aaron McIsaac
How a Retirement Plan Advisor Can Leverage a TPA to Build Your Business
Retirement Plan Disaster Assistance May Be Available for Crow Tribe of Montana
The Federal Emergency Management Agency issued a Major Disaster Declaration on November 14, 2024, for Crow Tribe of Montana severe storm and straight-line winds.
Deadline Relief for New Mexico Severe Storms
The IRS has announced the postponement of certain tax-related deadlines for victims of severe storms and flooding in Chaves County, New Mexico.
Retirement Plan Disaster Assistance May Be Available for Alaska and Wyoming Disasters
The Federal Emergency Management Agency issued Major Disaster Declarations on November 13, 2024, for Alaska landslides and Wyoming wildfires.
Deadline Relief for South Dakota Severe Storms
The IRS has announced the postponement of certain tax-related deadlines for victims of severe storms, straight-line winds and flooding in the Cheyenne River Sioux Tribe.
IRS Issues Yield Curve and Segment Rates for DB Plan Calculations
The Internal Revenue Service has issued Notice 2024-81, which contains updated guidance on factors used in certain defined benefit pension plan minimum funding and present value calculations.
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